Hidden AI Winners: Little-known D-Street stocks soar up to 530%Indian industrial companies are experiencing significant growth by supplying components for data centers. These firms are crucial for build...
Manufacturing sector emerges as key structural play amid global supply chain shiftInvestors can explore manufacturing mutual funds for portfolio diversification. The sector shows strong potential driven by domestic demand...
Multi-asset funds reward tactical bets amid volatile marketMulti-asset allocation funds, once seen as a guaranteed win, showed a wide performance range last year, from 3.3% to 24.6%. Investors flock...
Axis AMC elevates R Sivakumar as CIOAxis Asset Management Company has appointed R Sivakumar as its new Chief Investment Officer, succeeding Ashish Gupta. Sivakumar, previously...
Axis Mutual Fund announces elevation of R Sivakumar as CIOAxis Asset Management Company has elevated R Sivakumar as Chief Investment Officer following the exit of Ashish Gupta. A founding member of...
Bond market happy with RBI cheque to govt; will wait for July Budget before any move: R SivakumarR Sivakumar shares insights on the government budget, interest rate regime, and investment strategies in light of RBI's dividend and market...
Rate hikes are reasonably off the table for the moment: R SivakumarThe RBI certainly seems to be on a pause mode. And in fact, global central banks also, especially the US Federal Reserve, also seems to be ...
Market is pricing in a 25-50 bps rate cut by RBI: R Sivakumar, Axis Mutual Fund"Even if the RBI does a 25 bps cut but gives a very definitive dovish guidance, market may continue the rally."
There is no downside in equity over long term: R Sivakumar, Axis AMCAs the equity market in India has really developed only in the last couple of decades, we do not have a long-term experience, says Sivakuma...
Believe it is time for RBI to start cutting rates: R Sivakumar, Axis MFThis is not a time when the RBI needs to worry too much about the rate cycle or indeed external factors. They have to look at domestic mark...
Manufacturing, services sector still showing weak signs: R Sivakumar, Axis MFIn 2012 we had a couple of quarters when we were hitting 6% current account deficit as a percentage of GDP and today we are below 2%.
Rupee weakness to continue in near term: R Sivakumar, Axis AMC"Foreigners continue selling fixed income, FIIs continue to be negative which have negated the huge inflows that we have seen on equities, ...
Government will have to cut expenditure to meet budget deficit targets this year: R Sivakumar, Axis MF'Any increase in the borrowing programme essentially is an admission of increase in the deficit itself,' says R Sivakumar.
Expect RBI to resume cutting rates over next few months: R Sivakumar, Axis AMC"Within emerging markets, with our high current account deficit, we have definitely seen a larger depreciation in our currency," says R Siv...
5-6% depreciation in rupee can be tolerated: R Sivakumar, Axis AMCThe rupee is under a lot of pressure. The impact of weakening currency on high crude and other commodity imports will be felt in coming mon...
- Fall-off in exports biggest threat to Indian economy: R Sivakumar, Axis AMC
Most of the economically active sectors have performed quite weakly, including financial services which is a big contributor to GDP.
- Federal Bank to open its 600th branch tomorrow
Kerala based private sector Federal Bank would open its 600th branch at Kazhakuttam in the district tomorrow, Regional Manager (TVM) R Siva...